Filed May 10, 2018 (most recent of 4 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.9+ years Service code 12 · EIN 27-2037969 | Recordkeeping and information managem... | $267,733 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 27 · EIN 13-2655998 | Advisory (Plan) | $128,209 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,553 | $122,693-5.0% | $184,203-36.7% | $199,593-41.6% |
| Participation rate | 89.8% | 86.8%+3.0pp | 86.8%+3.0pp | 72.0%+17.8pp |
| Annual return | 13.14% | 143.91%-130.8pp | 28.81%-15.7pp | 34.25%-21.1pp |
| Employer contribution / active EE | $4,758 | $4,584+3.8% | $6,427-26.0% | $3,034+56.8% |
| Participant deferral / active EE | $5,771 | $7,990-27.8% | $9,131-36.8% | $5,087+13.5% |
| Admin fee / account holder | $146 | $121+20.7% | $13,901-99.0% | $269-45.9% |